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Sanmina Corp

SANM
Exchange
Nasdaq
Industry
Printed Circuit Boards
SEC CIK
0000897723

In the last 90 days, Sanmina Corp insiders filed 0 open-market purchases and 2 sales; 573 institutions reported holding it in 13F filings for Q2 2026, worth $12.7B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q2 2024

Institutional positions in Sanmina Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
285
−27 vs. Q1 2024
Shares held
52.7M
+356.7K (+0.7%) vs. Q1 2024
Total value
$3.49B
+$237.0M (+7.3%) vs. Q1 2024
New holders
33
106 more added
Sold out
60
108 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SANM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 285 institutions
Q1 2021: 252 institutionsQ2 2021: 251 institutionsQ3 2021: 243 institutionsQ4 2021: 258 institutionsQ1 2022: 265 institutionsQ2 2022: 272 institutionsQ3 2022: 289 institutionsQ4 2022: 351 institutionsQ1 2023: 348 institutionsQ2 2023: 317 institutionsQ3 2023: 310 institutionsQ4 2023: 299 institutionsQ1 2024: 315 institutionsQ2 2024: 285 institutionsQ3 2024: 312 institutionsQ4 2024: 313 institutionsQ1 2025: 326 institutionsQ2 2025: 356 institutionsQ3 2025: 384 institutionsQ4 2025: 451 institutionsQ1 2026: 460 institutionsQ2 2026: 573 institutions
Value heldQ2 2024: $3.49B
Q1 2021: $2.58BQ2 2021: $2.45BQ3 2021: $2.36BQ4 2021: $2.43BQ1 2022: $2.30BQ2 2022: $2.24BQ3 2022: $2.47BQ4 2022: $3.08BQ1 2023: $3.28BQ2 2023: $3.19BQ3 2023: $2.86BQ4 2023: $2.71BQ1 2024: $3.26BQ2 2024: $3.49BQ3 2024: $3.60BQ4 2024: $4.02BQ1 2025: $3.94BQ2 2025: $5.19BQ3 2025: $6.17BQ4 2025: $8.21BQ1 2026: $6.89BQ2 2026: $12.7B
Institutions holding SANM and their total value by quarter
QuarterHoldersValue
Q2 2026573$12.7B
Q1 2026460$6.89B
Q4 2025451$8.21B
Q3 2025384$6.17B
Q2 2025356$5.19B
Q1 2025326$3.94B
Q4 2024313$4.02B
Q3 2024312$3.60B
Q2 2024285$3.49B
Q1 2024315$3.26B
Q4 2023299$2.71B
Q3 2023310$2.86B
Q2 2023317$3.19B
Q1 2023348$3.28B
Q4 2022351$3.08B
Q3 2022289$2.47B
Q2 2022272$2.24B
Q1 2022265$2.30B
Q4 2021258$2.43B
Q3 2021243$2.36B
Q2 2021251$2.45B
Q1 2021252$2.58B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q1 2024.

Institutions holding SANM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada26,215$1.74M0.00%+7,569+40.6%Added
State of Tennessee, Treasury Department25,910$1.72M0.01%+2,278+9.6%Added
Renaissance Technologies LLC25,533$1.69M0.00%−162,600−86.4%Reduced
Deutsche Bank AG24,381$1.62M0.00%−109,717−81.8%Reduced
O'Shaughnessy Asset Management, LLC23,709$1.57M0.02%+2,340+11.0%Added
Yousif Capital Management, LLC23,690$1.57M0.02%−3,290−12.2%Reduced
Barclays PLC23,432$1.55M0.00%−33,614−58.9%Reduced
Caxton Associates LP22,276$1.48M0.06%+17,495+365.9%Added
Sanctuary Advisors, LLC22,932$1.44M0.01%+22,932New
Creative Planning21,064$1.40M0.00%+11,594+122.4%Added
Voya Investment Management LLC21,018$1.39M0.00%+281+1.4%Added
Pacifica Partners Inc.20,131$1.33M0.57%−220−1.1%Reduced
Hantz Financial Services, Inc.19,767$1.31M0.03%+10,909+123.2%Added
Intech Investment Management LLC19,666$1.30M0.02%+19,666New
Maryland State Retirement & Pension System19,335$1.28M0.02%−763−3.8%Reduced
Russell Investments Group, Ltd.19,111$1.27M0.00%−18,230−48.8%Reduced
Diversified Trust Co18,774$1.24M0.04%+1,898+11.2%Added
Teachers Retirement System of the State of Kentucky18,747$1.24M0.01%00.0%Unchanged
Atria Investments LLC18,531$1.23M0.02%+2,367+14.6%Added
Ensign Peak Advisors, Inc18,505$1.23M0.00%00.0%Unchanged
Amalgamated Bank16,932$1.12M0.01%−699−4.0%Reduced
STRS Ohio16,800$1.11M0.00%00.0%Unchanged
Winton Group Ltd16,544$1.10M0.07%+16,544New
State Board of Administration of Florida Retirement System16,332$1.08M0.00%−3,640−18.2%Reduced
Susquehanna Portfolio Strategies, LLC16,166$1.07M0.04%−1,100−6.4%Reduced
Engineers Gate Manager LP15,955$1.06M0.02%−15,008−48.5%Reduced
Arizona State Retirement System15,615$1.03M0.01%−60.0%Reduced
Natixis Advisors, L.P.15,298$1.01M0.00%+1,513+11.0%Added
State of Wisconsin Investment Board14,996$993.5K0.00%−23,323−60.9%Reduced
ExodusPoint Capital Management, LP14,739$976.0K0.01%+6,149+71.6%Added
Campbell & CO Investment Adviser LLC13,955$924.5K0.08%+13,955New
Oregon Public Employees Retirement Fund13,461$891.8K0.02%−1,500−10.0%Reduced
LPL Financial LLC13,316$882.2K0.00%−1,965−12.9%Reduced
Janney Montgomery Scott LLC13,252$878.0K0.00%−375−2.8%Reduced
Stifel Financial Corp13,213$875.4K0.00%−335−2.5%Reduced
Diamond Hill Capital Management Inc12,471$826.2K0.00%−378,919−96.8%Reduced
Dark Forest Capital Management LP12,226$810.0K0.15%+6,602+117.4%Added
Everence Capital Management Inc13,090$794.0K0.06%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,949$791.6K0.01%−96−0.8%Reduced
UniSuper Management Pty Ltd11,918$789.6K0.01%00.0%Unchanged
SummerHaven Investment Management, LLC11,881$787.1K0.52%+224+1.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)11,800$781.8K0.00%00.0%Unchanged
JustInvest LLC11,653$772.0K0.01%−921−7.3%Reduced
SG Americas Securities, LLC11,161$739.0K0.00%+4,660+71.7%Added
Cresset Asset Management, LLC10,715$709.9K0.00%+848+8.6%Added
Delphi Management Inc10,461$693.0K0.57%+529+5.3%Added
Commonwealth Equity Services, LLC10,225$677.0K0.00%−1,653−13.9%Reduced
RBF Capital, LLC10,000$662.5K0.04%00.0%Unchanged
Tower Research Capital LLC (TRC)9,528$631.2K0.01%+8,593+919.0%Added
EMC Capital Management9,420$624.0K0.36%00.0%Unchanged
Mutual of America Capital Management LLC9,115$603.9K0.01%−494−5.1%Reduced
ProShare Advisors LLC9,049$599.5K0.00%−2,572−22.1%Reduced
Ritholtz Wealth Management8,827$584.8K0.02%−188−2.1%Reduced
HSBC Holdings PLC8,677$571.0K0.00%−509−5.5%Reduced
Pathstone Holdings, LLC7,910$524.0K0.00%+379+5.0%Added
Brevan Howard Capital Management LP7,855$520.4K0.03%+3,372+75.2%Added
Mirabella Financial Services LLP7,671$508.2K0.04%+27+0.4%Added
Vestcor Inc7,441$493.0K0.02%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,215$478.0K0.01%+2,314+47.2%Added
Pictet Asset Management Holding SA7,000$463.8K0.00%−1,094−13.5%Reduced
Susquehanna International Group, LLP6,934$459.4K0.00%−6,712−49.2%Reduced
Omers Administration Corp6,900$457.1K0.00%+6,900New
MML Investors Services, LLC6,874$455.0K0.00%−797−10.4%Reduced
Evergreen Capital Management LLC6,771$448.6K0.02%+776+12.9%Added
Graham Capital Management, L.P.6,601$437.3K0.02%+6,601New
Bank of Montreal6,562$437.1K0.00%−160−2.4%Reduced
Captrust Financial Advisors6,421$425.4K0.00%+93+1.5%Added
Eqis Capital Management, Inc.6,264$415.0K0.03%−947−13.1%Reduced
Kendall Capital Management6,085$403.1K0.13%+735+13.7%Added
Ameritas Investment Partners, Inc.5,499$364.3K0.01%00.0%Unchanged
CIBC Asset Management Inc5,384$356.7K0.00%−631−10.5%Reduced
Envestnet Portfolio Solutions, Inc.5,370$355.8K0.00%+75+1.4%Added
Seven Eight Capital, LP5,369$355.7K0.04%−11,891−68.9%Reduced
QRG Capital Management, Inc.5,365$355.4K0.00%−346−6.1%Reduced
Navellier & Associates Inc5,344$354.0K0.04%−142−2.6%Reduced
Centiva Capital, LP5,176$342.9K0.02%+593+12.9%Added
Marathon Capital Management5,000$331.3K0.08%−2,500−33.3%Reduced
Public Employees Retirement Association of Colorado4,879$323.0K0.00%+4,879New
Xponance, Inc.4,854$321.6K0.00%+76+1.6%Added
The PNC Financial Services Group, Inc.4,644$307.7K0.00%−154−3.2%Reduced
Park Avenue Securities LLC4,603$305.0K0.00%+234+5.4%Added
Atomi Financial Group, Inc.4,562$302.2K0.02%+4,562New
Lido Advisors, LLC4,562$302.2K0.00%−383−7.7%Reduced
Inceptionr LLC4,519$299.4K0.08%−413−8.4%Reduced
CIBC World Markets Inc.4,467$296.0K0.00%+3+0.1%Added
Gallagher Fiduciary Advisors, LLC4,389$290.8K0.07%+4,389New
Mackenzie Financial Corp4,362$289.0K0.00%00.0%Unchanged
Mariner, LLC4,352$287.8K0.00%+18+0.4%Added
Mercer Global Advisors Inc4,257$282.0K0.00%+394+10.2%Added
Crossmark Global Holdings, Inc.4,089$271.0K0.01%−390−8.7%Reduced
Aristides Capital LLC4,025$266.7K0.11%+4,025New
Cetera Investment Advisers3,977$263.4K0.00%+161+4.2%Added
TFG Advisers LLC3,976$263.4K0.10%+88+2.3%Added
Keebeck Alpha, LP3,917$259.5K0.19%+512+15.0%Added
Prelude Capital Management, LLC3,760$249.1K0.02%+492+15.1%Added
Veriti Management LLC3,600$238.5K0.01%+203+6.0%Added
Wealth Enhancement Advisory Services, LLC3,571$236.6K0.00%+287+8.7%Added
Advisor Group Holdings, Inc.3,525$233.5K0.00%+198+6.0%Added
Quadrant Capital Group LLC3,441$228.0K0.02%+1,406+69.1%Added
Tiaa Trust, National Association3,405$225.6K0.00%00.0%Unchanged